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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newport Beach | CA | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 11/2024 | Present |
| Equify Capital Inc | Irvine | CA | 03/2020 | 01/2024 |
| Envista Holdings Corporation | Brea | CA | 07/2023 | 11/2024 |
| Nationstar/Mr. Cooper Group | Santa Ana | CA | 10/2016 | 05/2020 |
| First Direct Lending | Irvine | CA | 04/2016 | 09/2016 |
| Recreational Equipment, Inc | Tustin | CA | 04/2023 | 07/2023 |
| Zillow Home Loans / Zillow Group | Irvine | CA | 11/2024 | 11/2024 |
| Wang Enterprises Llc | Irvine | CA | 01/2017 | Present |
Entity Name: Wang Enterprises LLC Investment related: No "Address: 15333 Culver Dr. Suite 340-2324 Irvine, CA 92604" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/18/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC for rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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